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盈透证券(IBKR)与Taylor Morrison Home Corp(TMHC)财务数据对比。点击上方公司名可切换其他公司
盈透证券的季度营收约是Taylor Morrison Home Corp的1.2倍($1.7B vs $1.4B),盈透证券净利率更高(70.2% vs 7.1%,领先63.1%),盈透证券同比增速更快(17.0% vs -26.8%),过去两年盈透证券的营收复合增速更高(87.6% vs -16.5%)
盈透证券集团是总部位于美国康涅狄格州格林威治的跨国经纪机构,运营着美国日均营收交易量最高的电子交易平台,2024年日均处理交易达260万笔。作为全球最大的外汇市场经纪商,同时也是头部主经纪商之一,服务商品经纪机构,可提供股票、期权、期货等多品类资产的经纪服务。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一,总部位于亚利桑那州斯科茨代尔,2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州,产品涵盖首次置业、中端及中高端住宅,可满足不同层级客户的住房需求。
IBKR vs TMHC — 直观对比
营收规模更大
IBKR
是对方的1.2倍
$1.4B
营收增速更快
IBKR
高出43.8%
-26.8%
净利率更高
IBKR
高出63.1%
7.1%
两年增速更快
IBKR
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.7B | $1.4B |
| 净利润 | $1.2B | $98.6M |
| 毛利率 | — | 21.0% |
| 营业利润率 | — | — |
| 净利率 | 70.2% | 7.1% |
| 营收同比 | 17.0% | -26.8% |
| 净利润同比 | 21.5% | -53.8% |
| 每股收益(稀释后) | $0.59 | $1.12 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
IBKR
TMHC
| Q1 26 | $1.7B | $1.4B | ||
| Q4 25 | $667.0M | $2.1B | ||
| Q3 25 | $603.0M | $2.1B | ||
| Q2 25 | $578.0M | $2.0B | ||
| Q1 25 | $592.0M | $1.9B | ||
| Q4 24 | $558.0M | $2.4B | ||
| Q3 24 | $507.0M | $2.1B | ||
| Q2 24 | $474.0M | $2.0B |
净利润
IBKR
TMHC
| Q1 26 | $1.2B | $98.6M | ||
| Q4 25 | $1.2B | $174.0M | ||
| Q3 25 | $1.2B | $201.4M | ||
| Q2 25 | $1.0B | $193.6M | ||
| Q1 25 | $964.0M | $213.5M | ||
| Q4 24 | $969.0M | $242.5M | ||
| Q3 24 | $834.0M | $251.1M | ||
| Q2 24 | $809.0M | $199.5M |
毛利率
IBKR
TMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
净利率
IBKR
TMHC
| Q1 26 | 70.2% | 7.1% | ||
| Q4 25 | 180.1% | 8.3% | ||
| Q3 25 | 196.7% | 9.6% | ||
| Q2 25 | 174.0% | 9.5% | ||
| Q1 25 | 162.8% | 11.3% | ||
| Q4 24 | 173.7% | 10.3% | ||
| Q3 24 | 164.5% | 11.8% | ||
| Q2 24 | 170.7% | 10.0% |
每股收益(稀释后)
IBKR
TMHC
| Q1 26 | $0.59 | $1.12 | ||
| Q4 25 | $-0.82 | $1.77 | ||
| Q3 25 | $0.59 | $2.01 | ||
| Q2 25 | $0.51 | $1.92 | ||
| Q1 25 | $1.94 | $2.07 | ||
| Q4 24 | $2.00 | $2.29 | ||
| Q3 24 | $1.67 | $2.37 | ||
| Q2 24 | $1.65 | $1.86 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $5.1B | $652.9M |
| 总债务越低越好 | $12.0M | — |
| 股东权益账面价值 | $5.6B | $6.2B |
| 总资产 | $218.7B | $9.8B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势,按日历期对齐
现金及短期投资
IBKR
TMHC
| Q1 26 | $5.1B | $652.9M | ||
| Q4 25 | $5.0B | $850.0M | ||
| Q3 25 | $5.1B | $370.6M | ||
| Q2 25 | $4.7B | $130.2M | ||
| Q1 25 | $3.5B | $377.8M | ||
| Q4 24 | $3.6B | $487.2M | ||
| Q3 24 | $3.6B | $256.4M | ||
| Q2 24 | $3.9B | $246.8M |
总债务
IBKR
TMHC
| Q1 26 | $12.0M | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.1B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.2B |
股东权益
IBKR
TMHC
| Q1 26 | $5.6B | $6.2B | ||
| Q4 25 | $5.4B | $6.3B | ||
| Q3 25 | $5.1B | $6.2B | ||
| Q2 25 | $4.8B | $6.1B | ||
| Q1 25 | $4.5B | $6.0B | ||
| Q4 24 | $4.3B | $5.9B | ||
| Q3 24 | $4.1B | $5.7B | ||
| Q2 24 | $3.9B | $5.5B |
总资产
IBKR
TMHC
| Q1 26 | $218.7B | $9.8B | ||
| Q4 25 | $203.2B | $9.8B | ||
| Q3 25 | $200.2B | $9.6B | ||
| Q2 25 | $181.5B | $9.5B | ||
| Q1 25 | $157.7B | $9.4B | ||
| Q4 24 | $150.1B | $9.3B | ||
| Q3 24 | $148.5B | $9.3B | ||
| Q2 24 | $136.6B | $9.1B |
负债/权益比
IBKR
TMHC
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | 0.36× | ||
| Q3 25 | — | 0.35× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.35× | ||
| Q4 24 | — | 0.36× | ||
| Q3 24 | — | 0.37× | ||
| Q2 24 | — | 0.39× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
IBKR
暂无分部数据
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |